Updated
The most significant concentration AlTi Global discloses is subsidiary distributions, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: AlTi Global’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'We are a holding company and our only material asset is our interest in our subsidiaries, and we are accordingly dependent upon distributions made by our subsidiaries to pay taxes, make payments under the Tax Receivable Agreement...and pay dividends.'”
AlTi Global's disclosed concentration risk centers on its holding-company structure. The company states it is a holding company whose only material asset is its interest in its subsidiaries, and it is accordingly dependent upon distributions made by those subsidiaries to pay taxes, make payments under the Tax Receivable Agreement, and pay dividends. This is a high-share, structural exposure — it is not a customer or supplier relationship that could be renegotiated or diversified away, but an architectural feature of how the company is organized. Because the parent has no independent operating cash flows of its own, its ability to meet obligations and return capital to shareholders is entirely contingent on subsidiary performance and on those subsidiaries' willingness or legal ability to upstream cash. No other concentration claims are disclosed alongside this one, so the holding-company dependency stands as the single defining structural risk in AlTi's profile: anything that impairs subsidiary distributions — regulatory restrictions, subsidiary-level losses, or covenant constraints — flows directly through to the parent's capacity to fund its own obligations.
For the engine’s reasoning on ALTI’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAMI | Acadian Asset Management Inc. | 1 | 2 | 1 | 4 |
| ALTI● | AlTi Global, Inc. | 1 | 0 | 0 | 1 |
| APAM | Artisan Partners Asset Manageme | 0 | 1 | 2 | 3 |
| AMP | Ameriprise Financial, Inc. | 0 | 1 | 0 | 1 |
| AB | AllianceBernstein Holding L.P. | 0 | 0 | 1 | 1 |
| AMG | Affiliated Managers Group, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.